Company Profile
Know About Us
- Sonali Belhekar is a MDRT Financial Advisor for Insurance and Investments
- She started her firm Wellworth Invest in 2012 with mission to help her clients achieve their financial goals with accurate retirement and goal based planning.
- Has served more than 2500+ happy and satisfied clients
- Specialize in NRIs and HNIs investments and Claim Settlements
- Her expertise help her clients take financial decisions at right time, in right product and in right manner
- Her key to Success is dedication, determination, strong domain knowledge and effective networking skills
Work Experience
Has overall 15+ years of work experience spanning across Financial Advisory, Training, HR and Accounts
- Sonali and her team promptly resolves customer queries, complaints and constantly educate their clients pre and post sales.
- Has excellent pro-active communication and interpersonal skills
- Upholds a strong sense of confidentiality and integrity
- Is highly organized, flexible and has an eye to detail
- Develops customized investment strategy based on clients’ preference, risk profile , current economic climate and investments options to best serve clients' needs
- Maintain regular client relations through in-person meetings and electronic communications
Achievements
- 3 Times MDRT in a row which a benchmark of excellence in financial industry for business performance
- Have attended MDRT business conference of MDRT at Los Angeles, USA in June 2018
- Chairperson at Saturday Global Trust for PCMC Chapter
- Served as Vice President of BNI Mavericks Chapter
Awards
- GEMS of Pune Pratham awarded by LIC
- Bima Ratna awarded by LIC
- SBI Gold ETF launch at SBI Aundh Branch at Sonali’s hands
- Mahawinner of IPL Cricket Contest and interaction with Indian Cricket Team
Fun Facts
Facts For Choosing Us
2500
Happy Clients
50
Awards
5
Team Members
1000
Portfolios
We Provides Best Advice For You
About Me
Qualifications
- Master of Commerce from Pune University
- Human Resource Management Diploma (Symbiosis, Pune)
- Diploma in Customs and Central Excise (National Institute of Export Management)
Certifications
- MDRT, USA
- A Training Program for MDRT Agents of LIC of India (MDI Gurgaon)
- Certificate in Computerised Financial Planning (Yashwant Rao Chavan Institute, Pune)
- Basic and Advance Course from for Insurance Professionals (Indian Institute of Excellence, Mumbai)
- Insurance Fundamental Course (Indian Institute of Excellence, Mumbai)
- Income Tax Planning Program (SIMACES International Interdisciplinary Learning Centre)
LIC Certifications
- Divisional Club Member
- Shatakvir Advisor
- Crorepati Advisor